{"id":6202,"date":"2020-01-09T09:47:52","date_gmt":"2020-01-09T09:47:52","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/"},"modified":"2022-01-19T06:57:18","modified_gmt":"2022-01-19T06:57:18","slug":"1151","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1151\/","title":{"rendered":"The HR tool setup."},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1151<\/span><br \/>\n<span>The HR tool serves as the most integral part of WorkDo! <strong>Its settings are connected to employees&#8217; <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1159\/\" target=\"_blank\" rel=\"noopener noreferrer\">daily clock-ins\/outs<\/a>, <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/zh-hant\/ufaqs\/1017\/\" target=\"_blank\" rel=\"noopener noreferrer\">leave applications<\/a>, <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/zh-hant\/ufaqs\/1170\/\" target=\"_blank\" rel=\"noopener noreferrer\">overtime applications<\/a>, and various eForm approval flows<\/strong>.<\/span><\/p>\n<p>There are 6 important steps that you need to follow, so please follow the instructions below to properly set up HR.<!--more--><\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-7178 size-full\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2021\/04\/HR.png\" alt=\"\" width=\"1363\" height=\"763\" data-wp-pid=\"6205\"><\/p>\n<p style=\"text-align: center;\">\u2502 HR is key to improving yor team&#8217;s workflow \u2502<\/p>\n<p>&nbsp;<br \/>\nPlease make sure that you have first followed basic setup done in <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1019\/\" target=\"_blank\" rel=\"noopener noreferrer\">Start WorkDo in 5 Steps<\/a> to find the settings of the picrure below.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" class=\"alignnone wp-image-7203 size-full\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2020\/01\/HR-flow-1.png\" alt=\"\" width=\"503\" height=\"529\" data-wp-pid=\"6206\"><\/p>\n<p style=\"text-align: center;\">\u2502 Read <a id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideHrs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">HR Tool Manual<\/a> \u2502<\/p>\n<p>&nbsp;<br \/>\nIf you have the HR Staff tool role, then you may follow the steps below and use the web version of WorkDo to set up HR!<\/p>\n<div class=\"secondary\">\n<h5>6 Important Settings in HR<\/h5>\n<div class=\"icon\">Plan\uff1a<span class=\"disable\">Free plan<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid plans<\/a><\/span><\/div>\n<div class=\"icon\">Permission\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\">Workplace Admin<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"\/?p=5116\" target=\"_blank\" rel=\"noopener noreferrer\">Tool Admin<\/a><\/span><\/div>\n<div class=\"icon\">Tool Role\uff1a<span class=\"disable\">Employee<\/span><span class=\"disable\">Manager<\/span><span class=\"active\">HR Staff<\/span><span class=\"disable\">HR Viewer<\/span><\/div>\n<div class=\"icon\">Interface\uff1a<span class=\"disable\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<p>&nbsp;<br \/>\n<b>STEP 1 \u2502 Work Hours<\/b><br \/>\nYour workplace&#8217;s work hours directly influence the team&#8217;s workdays, clock in\/out times, flexible work times, etc. You can use the default work hours or you can create multiple work hours for different teams. Your call!<\/p>\n<p>If you need to use the Attendance tool for employee clock in\/out, please activate it first to for the related clock time settings to be available here.<\/p>\n<p><b>STEP 2 \u2502 Departments<\/b><br \/>\nDepartments settings dictate how eForms are passed and signed. Properly set up your organization&#8217;s hierarchy and the employee requests will follow the set flow and get to the right person to be signed.<\/p>\n<ul>\n<li>Trial Period: We recommend you invite 1 to 3 people to help you test out the request flow, each with a different role and title.<\/li>\n<li>Adoption: Invite the rest of the teammates to join the workplace and assign them with the right roles and titles.<\/li>\n<\/ul>\n<p><b>STEP 3 \u2502 Employment Type<\/b><br \/>\nBy default, WorkDo has 3 employment types, you can create, deactivate, or change them as you see fit. The employment type will affect certain tool privileges, ie, who are allowed to apply for overtime and how many leave days they are entitled to have each month\/year. So don&#8217;t forget!<\/p>\n<p><b>STEP 4 \u2502 <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/zh-hant\/ufaqs\/1150\/\" target=\"_blank\" rel=\"noopener noreferrer\">HR Calendar Management<\/a><\/b><br \/>\nNon-working days such as the federal holidays, special company events are set with the HR Calendar. A workplace&#8217;s HR calendar will determine whether employees are able to apply for leaves, overtime, or clock in\/out normally.<br \/>\nA workplace is allowed to use multiple HR calendars for different teams, so you don&#8217;t worry about managing remote teams in different countries!<\/p>\n<p><b>STEP 5 \u2502 System Settings<\/b><br \/>\nThe most important setting in the System Settings is that you don&#8217;t have to manually set each new employee is required to clock in\/out. However, this function is not retroactive, meaning it only applies to new employees after the setting has changed.<\/p>\n<p>You can always go to the Attendance tool and individually change this setting if you want, but if your workplace doesn&#8217;t require employees to clock in\/out, you can bypass this step.<\/p>\n<p><b>STEP 6 \u2502 Import Employee Profiles<\/b><br \/>\nThe aforementioned 5 steps are for the HR personnel to manage each employee, and each employee&#8217;s profile can be updated anytime. But to make life simpler, you can also batch import employee profiles by using WorkDo&#8217;s template file. This can drastically reduce the amount of time spent on profile setting and it&#8217;s the quickest way to get your workplace up and running!<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminders<\/h5>\n<ul>\n<li>Only members with the HR Staff tool role are allowed manage the workplace and employee settings instead of the workplace admins. This is an added layer of security, and in most cases, company HRs are not always in charge of maintaining the entire workplace.<\/li>\n<li>These 6 important settings are crucial to connecting to advanced tools like <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1159\/\" target=\"_blank\" rel=\"noopener noreferrer\">Attendacen<\/a>, <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1171\/\" target=\"_blank\" rel=\"noopener noreferrer\">Leave<\/a>, <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1017\/\" target=\"_blank\" rel=\"noopener noreferrer\">Leave pro<\/a> and <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1170\/\" target=\"_blank\" rel=\"noopener noreferrer\">Overtime<\/a>, so be sure to complete them before using these tools.<\/li>\n<li>Wanna know more HR details, say no more! The most comprehensive HR Tool Manual is here!<\/li>\n<\/ul>\n<p><a id=\"faqs-btn\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideHrs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">HR Tool Manual<\/a><\/p>\n<\/div>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1152\/\" target=\"_blank\" rel=\"noopener noreferrer\">HR Settings for New Employees<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1138\/\" target=\"_blank\" rel=\"noopener noreferrer\">Problems importing employee profiles?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1156\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why is there\u2019s a member with two employee profiles?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1150\/\" target=\"_blank\" rel=\"noopener noreferrer\">What is the HR Calendar?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1120\/\" target=\"_blank\" rel=\"noopener noreferrer\">How do I create new departments in the organization?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do I have limited tool access?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/features\/#hrs\" target=\"_blank\" rel=\"noopener noreferrer\">What are the HR tool features?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1117\/\" target=\"_blank\" rel=\"noopener noreferrer\">Understand your tool role and what it does.<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1151 The HR tool serves as the most integral part of WorkDo! Its settings are connected to employees&#8217; daily clock-ins\/outs, leave applications, overtime applications, and various eForm approval flows. There are 6 important steps that you need to follow, so please follow the instructions below to properly set up HR.<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[556,796],"ufaq-tag":[1044,1051,1068,1076,1043,1046,1045,1077,1038,1032,1041,1039,1029,846,847,848,850,851,854,864,472,474,473,471],"_links":{"self":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq\/6202"}],"collection":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/comments?post=6202"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/media?parent=6202"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-category?post=6202"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-tag?post=6202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}